Derek Moffatt

Q: What is Derek Moffatt email address?

Email Derek Moffatt at derek.moffatt@moffattfs.com. This email is the most updated Derek Moffatt email found in 2026.

Q: How to contact Derek Moffatt?

To contact Derek Moffatt send an email to derek.moffatt@moffattfs.com. If you want to call Derek Moffatt try calling on +18177275680.

Principal and Financial Advisor at MOFFATT FINANCIAL STRATEGIES, LLC | Fort Worth, Texas, United States

About Derek Moffatt

Derek Moffatt serves as the Principal and Financial Advisor at Moffatt Financial Strategies, LLC, where he leverages his expertise to provide tailored financial solutions for business owners and their families. With a strong foundation as a Certified Financial Planner, Derek specializes in a comprehensive suite of services that includes personal financial planning, business exit planning, and long-term financial security analysis. His approach is deeply client-centric; he works diligently to understand the unique needs and aspirations of each client, ensuring that his recommendations are not only sophisticated but also aligned with their long-term goals.

At Moffatt Financial Strategies, Derek leads key projects that focus on assessing personal net worth and developing strategic investment and asset allocation plans. His proficiency in wealth accumulation and investment strategies enables him to guide clients through the complexities of financial markets, helping them diversify their holdings effectively. Additionally, Derek offers invaluable insights into compensation and employee benefits, ensuring that clients are well-prepared for future financial challenges, including college savings and retirement planning.

Derek's commitment to excellence in exit planning and succession strategies positions him as a trusted advisor for business owners looking to transition their enterprises smoothly. By combining his extensive knowledge with a personalized approach, he empowers clients to make informed decisions that secure their financial futures. His dedication to fostering long-term relationships and delivering results is what sets Moffatt Financial Strategies apart in the competitive landscape of financial advisory services.

Derek Moffatt Work